Sanofi-Backed Novavax Misses 2026 Revenue Guidance, Acoziborole Wins CHMP Opinion
Novavax’s Q4 earnings swung to a profit of $0.11 per share versus a $0.51 loss and revenue rose 67% to $147 million, but its 2026 guidance of $230–$270 million fell well shy of the $381.2 million consensus despite key milestones under Sanofi’s collaboration. Sanofi’s acoziborole Winthrop secured a CHMP positive opinion as a single‐dose, three‐pill sleeping sickness treatment after phase 2/3 trials showed 96% success at 18 months.
1. Novavax Partnership Performance
Novavax reported a fourth-quarter profit of $0.11 per share on $147 million in revenue, up 67% year-over-year, reversing a loss of $0.51 a year earlier. Despite surpassing historical earnings, management’s 2026 adjusted revenue guidance of $230–$270 million missed the $381.2 million consensus, triggering profit-taking; these results follow key milestone achievements under the Sanofi collaboration agreement.
2. Acoziborole Winthrop CHMP Opinion
Sanofi’s single-dose oral sleeping sickness candidate acoziborole Winthrop received a positive CHMP opinion for treatment of T.b. gambiense in adults and adolescents. The phase 2/3 trial showed up to 96% success at 18 months, and Sanofi will donate the medicine to WHO via its philanthropic foundation, marking a significant improvement over existing 10-day regimens.